I was shopping for a new tax preparer because I wanted to make sure that I file everything…read morecorrectly and not suffer the wrath of IRS. Sent a request on Yelp and received a quote I was OK with from Philip. The firm is conveniently located near downtown Monterey Park and has a private lot. Receptionist collected all my paperwork and offered me water as I wait. I worked directly with Tracy Xu who did a great job filing my 2019 taxes and preparing amendments on behalf of me for previous years. Tracy is also very responsive to phone calls and sends me paperwork to review via email. I am very pleased with the service I received and will be coming back to this firm on an annual basis.

I filed two years taxes with Krystal, had to pay taxes for both returns which was fine however we…read moregot audited two years and ended up having to pay more - because company shares weren't reported correctly Went to have another party look It over turns out it was true, I ended up paid more taxes plus penalty, here I am try to explain to Krystal but she is still clueless, incompetent cpa got no experience or worse knowledge in her field! these people can memorized the textbooks pass the tests to be licensed but the reality is they are just here to cause you problems and waste your time and money Stay away from this place

Friendly agents and Awesome service. They were very thorough explaining their offers services.read more

They were very knowledgeable, friendly, and patient with me. Provide a lot of valuable financial…read moreservices. I walked away feeling empowered and more knowledgeable about my financial educations. I'd highly recommend.

Tammy and her team are super knowledgeable and efficient and are taking care of my small business…read morebook keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes!

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

Very knowledgeable staff when it comes to taxes! Friendly and prompt service. This is my fourth…read moreyear, having them do my company's taxes, and very reasonably priced I might say!

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.

This firm came recommended to us over a year ago by a friend of ours who used their services and…read morewas very happy with the results. So we made an appointment and met with Arvin. We provided him With as much information and documentation we received from the IRS for his review. Arvin explained everything and we left his office feeling a lot better about our situation. Fast forward to 7/2026 we received another letter from IRS and made another appt with Arvin and he reviewed and provided us with some useful Advice and we left his office with peace of mind. We sincerely appreciated Arvins honesty and transparency. The offices are also beautiful and the staff are all Professional and very courteous. We will definitely continue utilizing their services as needed. I'm glad they were recommended to us. I highly recommend their services.

David is an absolute gem - very professionally, friendly and has helped me out for myself and my…read morebusiness tremendously. This is the first year David has been mine and my business' CPA. As a Yelp Elite reviewer, I highly recommend David for everyone's business.

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

Great experience from the beginning. I was referred by a friend and made an appointment over the…read morephone. There is no word to better describe my experience with this team but AMAZING! I'm using them in my office a few times a month, paying bills, handling company payroll, reconciling accounts and many other bookkeeping functions. Lafinco is quite flexible that way; providing full service bookkeeping if you want/need it, or do less work for you if that better meets your needs. 9 months in, I do not worry about my books and it truly frees up so much more time to focus on sales and marketing. They're hands on and always available to answer all my questions and concerns. Highly recommended!

Few years ago I moved to US and due to certain reasons I was not able to prepare some very…read moreimportant documents, and only this year thanks to Alina from lafinco l I could finally file it! Honestly I know nothing about local paperwork and the way everything work in here, as I'm new in this country but thanks to Alina's valuable knowledge and experience we finally did it thank you so much for your help very professional and clear!